Roundtable Question: Auto Assigning Defects/Issues/Requests etc
Hello everyone!
Within today's Manufacturing/Product Lifecycle Roundtable, a question was asked about automatically assigning work. I'll refer to this work as "items" for simplicity sake, but it's a common situation I see embraced through Custom Item Types (i.e. Defects, Issues, Requests, Tickets etc). I want to share two recent innovations with the automation platform that could simplify automatic assignments.
1. Assign work based on the person who triggered the action: In this situation, we want to create an automation rule with the following criteria:
- Apply rule to: [item within your environment]
- Add trigger: [status changes to XYZ status]
- Then do this... [change assignee > User who triggered the rule]
A situation where I see this being really helpful is a kanban board. There's a backlog of defects, someone drags the item's card to an "active" state, and the item gets automatically assigned to them.
2. Assign work to a Wrike User Group: In this situation, we want to assign the item to all members of a Wrike User Group (rather than an individual) when critieria is met.
- Apply rule to: [item within your environment]
- Add trigger: [location changes > Added to a specific location... > select location]
- Then do this... [change assignee > Select manually... > select Wrike group]
Played out, this rule is great for automatically assigning work to a group whenever an item gets added to a specific location. For example, if an item gets moved to my team's folder, then assign it to my team. It is certainly possible to trigger off other criteria too: status, custom fields, etc. But the key here is the automation rule is tied to a group instead of hard coding individual users, which helps future proof your automation.
Great post Matt Allen! Thank you for creating it! 👏